It was the highlight of the day to be able to play with LiveFlow and see all of the features it has to offer! We, as accountants, want to see data a certain way that makes sense to us so that when we go to the client we can present to them in an understandable way....
Episodes
Drink Now, Pay Later with Commerce Sync
We all know eCommerce is not an easy gig which is why we were so excited to have Stephen Lester join us to talk about the great benefits of using Commerce Sync! A lot of our clients have decided to sell online due to the pandemic and so here we are trying to figure...
Apps To Watch 2022
It is always exciting to explore new tech! In this episode of Apps to Watch in 2022, we looked at several different apps that will help make day-to-day tasks easier. It was very hard to decide what we wanted to cover so we did our best to narrow it down. Here is the...
How to service your mid market clients with Tipalti Global Payables Automation
For anyone who knows us, you know we love a great payables app. They just make the business life so much easier to handle to where you can focus more on running your business rather than focusing on paying the bills. This month, we had the please of being invited to...
Year-End and ADP Retirement Planning & Benefits
Heather & Liz’s Ultimate Guide to Year-End Planning Year-end has always been an opportunity for accounting professionals to look back at their year and develop strategies and processes to transform their work and deepen their client relationships. Well, it’s...
Data Migration Made Easy with Transaction Pro
Migrating data from one QuickBooks company file to another QuickBooks company file is easy with Transaction Pro, for both the desktop and online versions. Some examples of when data migration is necessary is starting a completely new company due to a buyout or merger,...